United Capital Financial Advisors’s SM Energy SM Stock Holding History

United Capital Financial Advisors’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,076	Closed	-$253K	–	1107
2024 Q1	$253K	Sell	5,076 -99	-2%	-$4.05K	﹤0.01%	932
2023 Q4	$200K	Buy	+5,175	New	+$200K	﹤0.01%	1006
2016 Q1	–	Sell	-17,115	Closed	-$336K	–	1269
2015 Q4	$336K	Buy	17,115 +8,575	+100%	+$261K	﹤0.01%	984
2015 Q3	$274K	Buy	8,540 +4,040	+90%	+$147K	﹤0.01%	1078
2015 Q2	$208K	Buy	4,500 +238	+6%	+$12.6K	﹤0.01%	1178
2015 Q1	$247K	Buy	+4,262	New	+$185K	﹤0.01%	1126
2014 Q4	–	Sell	-4,688	Closed	-$366K	–	1188
2014 Q3	$366K	Buy	+4,688	New	+$383K	0.01%	881
2013 Q4	–	Sell	-3,105	Closed	-$240K	–	747
2013 Q3	$240K	Buy	+3,105	New	+$215K	0.01%	596

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

United Capital Financial Advisors's SM Position: Q2 2024 in Review

United Capital Financial Advisors sold out of SM Energy (SM) in Q2 2024, closing a stake of 5,076 shares — an estimated $253K sold.

United Capital Financial Advisors first reported a position in SM in Q3 2013 and held it in 8 quarters. The position peaked at $366K in Q3 2014. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

United Capital Financial Advisors reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 5,076 SM Energy shares in Q2 2024, an estimated $253K.
United Capital Financial Advisors first reported a position in SM Energy in Q3 2013 and held it in 8 quarters.
United Capital Financial Advisors's SM Energy position peaked at $366K in Q3 2014.
421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.